Summary
Highlights
This session introduces the basic account setup for Healthie, focusing on client addition, client engagement, collecting client information via forms, and offering services through packages. It highlights deep-dive classes available for more detailed topics.
The calendar setup is crucial, differentiating between the personal calendar and the organization calendar for multi-provider practices. It covers filtering options, viewing availability, booking sessions, blocking availability, and setting general appointment settings for buffers, alerts, and telehealth services.
Learn to set up and manage appointment types, which define the services offered to clients. The process involves editing existing types, creating new ones, naming them, defining their length, contact type, and optionally setting client groups for automated placement after booking.
Instructions are provided for syncing Healthie with external calendars like Google, Outlook, or Apple. The section then details various ways clients can book sessions, including provider-initiated booking, sharing direct booking links, and client self-booking through their portal or via packages.
This part distinguishes between interactive forms and document libraries. It covers the creation and management of intake forms, charting templates, and program forms. Emphasis is placed on 'Smart Fields' for data mapping to client profiles and 'Copied Fields' for custom information flow between forms.
Intake flows are described as bundles of forms automatically sent to clients upon joining. The video explains how to customize default intake flows, add or remove forms, and associate specific intake flows with client groups to tailor the onboarding experience based on client categories (e.g., self-pay vs. insurance).
Automating client placement into groups based on booked appointment types or purchased packages is discussed. It also covers how to manually change a client's group, request one-off form completions, set forms to reoccur, and view clients' forms and their completion status.
An overview of Healthie's backend Stripe integration for payment processing. Users need to set up financial information to enable payments. This section introduces packages as customizable service offerings, which can be free or paid, and details how to create and manage them.
Detailed steps on setting up a package, including titling, adding descriptions, setting visibility, and leveraging automation to place clients into specific groups upon purchase. Learn to include various items in packages, such as appointment sessions, programs, products, and labs, and configure immediate or delayed charging.
Explains how to obtain sharing links for packages to embed on websites or share via social media. It also covers manually charging clients, requesting payment, and viewing comprehensive payment and invoice histories. Finally, it touches on collecting client payment information through billing info forms and managing client financial details.
The video concludes by encouraging users to explore 'Getting Started with Healthie Parts 2 and 3,' along with specialized deep-dive classes on calendar, telehealth, charting templates, and packages and payments for advanced optimization of the Healthie platform.